web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Once an opportunity is...
Microsoft Dynamics CRM (Archived)

Once an opportunity is closed, does CRM provide features to manage the project development behind that order?

(0) ShareShare
ReportReport
Posted on by sn1b 2,190

Hello,

We are selling products that then have to be developed according to customers needs. No single sold product will be the same as another. Therefore, once the opportunity is closed, the development of the sold system starts. After that, I was asked how/where to track activities to a specific entity that will allow them to follow activities related to the development of that product.

I'm pretty sure that CRM is not aimed to do that and that you will probably answer me that they should use a project management solution.

Could you provide me any information about this issue I have, as I don't really know what to answer to my responsible about this topic?

Best regards

 

*This post is locked for comments

I have the same question (0)
  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Sn1b,

    In CRM out of the box perspective, does not have project management solution, but there are some third parties selling the solutions. And out of the box CRM has Activities for other entities.

    In XRM Perspective, you can build a custom entity: project development, after Opportunity closed then create a new development record then using the OOB Activities, you can track the activities of the entities.

    Hope this helps!

    Thanks.

  • Verified answer
    Balamurali Srinivasagan Profile Picture
    Balamurali Srinivas... 300 on at

    Hi Sn1b,

    Your requirements looks like specific to your company needs and vanilla CRM does not have the facility to support the post-opportunity management as out-of-box.

    Option 1:

    Usually, there will be a back office systems like Dynamics AX or GP integrated with CRM to handle the post opportunity stages and synchronize the invoice back to CRM once it’s generated on the back office system.

    In addition to track activities in developing the products, you could track items used to develop the product (BOM), supply chain management, freight management, sales order, and so no in the back end system.

    You could check with AX or GP forums about your post-opportunity management requirements and integrate with CRM.

    http://www.pa.com.au/media/79673/microsoft_dynamics_ax_2012_-_product_overview.pdf

    Option 2:

    In case you don’t have the back office system or 3rd party application with require features you could consider building new modules within CRM and use the CRM activities to track the product development as Aileen Gusni mentioned.

    Happy CRM!

    Regards,
    Balamurali

  • sn1b Profile Picture
    sn1b 2,190 on at

    Thank you both, those were exactly answers I was looking for.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans